The Transatlantic Tax & Estate Planning Forum - 3rd Annual

The Leading Transatlantic Tax Conference Offering New Insights and Perspectives on Current Trends and Unique Challenges Facing Tax and Finance Experts Across the US and UK.

17th September 2024 | Central London | In-person

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Agenda

The Transatlantic Tax & Estate Planning Forum - 17th September 2024

9.00am

Networking and Registration

9.30am

Chair's Opening Remarks
Daniel Crouch - Partner - EY

9.40am

Understanding the Implications of the Non-Dom Changes

What the changes to the rules mean for US / UK persons in practice
How the rule changes impact clients with different tax profiles
Do the changes mean the UK is a less desirable jurisdiction in which to be resident
The impact on inheritance, income and capital gains taxes and future changes

Freddie Bjørn - Partner - Payne Hicks Beach
Siena Gold - Partner - Harbottle & Lewis
John Bull - Partner, Head of US/UK Private Client - Blick Rothenberg

10.25am

Insights into Tax Controversies and Investigations

What the revenues are focusing on
Tax compliance and tactics for avoiding controversy
Compliance via amnesty programs
Updates on the double tax treaty

Kevin Brown - Partner - Anchin
Brad Westerfield - Partner - Butler Snow
Richard Giangrande - Partner - Macfarlanes

11.10am

Networking and Refreshment Break

11.30am

Navigating US/UK Philanthropy and Gifting Opportunities

Planning opportunities dual-qualified giving enables
Planning pre and post changes to the Non-Dom regime
Technicalities and efficiencies of giving and gifting

Joe Crome - Head of Business Development and CAF American Donor Fund - CAF (Charities Aid Foundation)
Matthew Briggs - Wealth Protection Partner - Irwin Mitchell
Swaati Osborne - Head of Wealth Planning - LGT Wealth Management US Ltd

12.15pm

Examining Trust Considerations and Practicalities

Drafting offshore trust structures with transatlantic beneficiaries
The use of foreign trusts with US beneficiaries
Planning and preparation for April 2025

Stanley Barg - Partner - Kozusko Harris Duncan
Chris McLemore - Partner - McLemore Konschnik
Dominic Lawton-Smith - Trust Director - Saffery
Liz Palmer - Partner - Howard Kennedy

1.00pm

Networking and Lunch Break

2.00pm

Discussing Updates on Estate Planning

Cross-border planning updates
How the rule changes impact US-based clients
Practicalities for probate and surrounding issues
Advising clients with multi-jurisdictional estates

Emma Gillies - Partner - Forsters
Matthew Sperry - Partner - Katten
Katrina Williams - Client Services Director - Accuro
Andrea Solana - Partner, Head of Advanced Planning - MASECO Private Wealth

2.45pm

Addressing Factors Surrounding Immigration and Expatriation

Tax considerations when planning for transatlantic migration
Practicalities when families are moving
What to know when navigating the expatriation process

Jaime McLemore - Partner - Withers Worldwide
Suzanne Reisman - Principal - Law Offices of Suzanne M. Reisman
Jessica Yu - Partner - Stephenson Harwood

3.30pm

Networking and Refreshment Break

3.50pm

Understanding Divorce and Family Matters and their Impact on Transatlantic Tax

General family law trends
The impact of surrogacy, adoption and same-sex marriage on estate planning and management
How pre and post-nuptial agreements work either side of the Atlantic

Sam Longworth - Partner - Stewarts
Alexis Hille - Counsel - Farrer & Co
Jane Keir - Partner - Kingsley Napley
Kristin Schaefer - Head of Relationship Management - London & Capital

4.35pm

Election Fallout &Forecasting - What Can We Expect and How Can We Prepare

Planning for possible outcomes in the US election
Ramifications of the UK General Election
Post-election policies likely to be implemented

Elizabeth Kubanik - European Counsel - Sullivan & Cromwell
Oliver Jones - Global SaT Markets, Sustainability and Geostrategy Leader - EY

5.20pm

Chairperson's Summation & Close of Conference
Daniel Crouch - Partner - EY

5.30pm

Networking & Drinks Reception

Event Partners

Event Partner

Charities Aid Foundation

Contact Us

Speakers

For Speakers enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com

Partnerships

For Partnerships enquiries please contact James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Thought Leaders 4 on +44 (0) 20 3059 9796 or email info@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 (0) 20 3398 8560 or email sarah@thoughtleaders4.com